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  2. THE PEKOE GROUP, INC.
Sponsor portfolio

THE PEKOE GROUP, INC.

EIN 26-4356574-marketing and advertising-Latest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
44
1441 BROADWAY, 25TH FLOOR - NEW YORK, NY 10018212-764-0890thepekoegroup.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filings
#001CashBalance-$2.0M - 18 part#002401k-$892K - 26 part

Retirement portfolio analytics

2 plans aggregated / $2.9M assets / 44 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • CASH BALANCE PLAN (#001)69%
  • PROFIT SHARING PLAN (#002)31%
Total $2.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)26
  • CASH BALANCE PLAN (#001)18
Total 44Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE PEKOE GROUP, INC. CASH BALANCE PLAN

CashBalance

Assets$2.0M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

THE PEKOE GROUP, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$892K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE PEKOE GROUP, INC. CASH BALANCE PLANCashBalance$2.0M182024
002THE PEKOE GROUP, INC. 401(K) PROFIT SHARING PLAN401k$892K262025
Retirement plans
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